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Altus Wealth Group’s Pultegroup PHM Stock Holding History

Altus Wealth Group’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-218
Closed -$9K – 615
2020
Q4 		$9K Buy
+218
New +$9.66K 0.01% 548

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Altus Wealth Group's PHM Position: Q1 2021 in Review

Altus Wealth Group sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 218 shares — an estimated $9K sold.

Altus Wealth Group first reported a position in PHM in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Altus Wealth Group reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 218 Pultegroup shares in Q1 2021, an estimated $9K.
  • Altus Wealth Group first reported a position in Pultegroup in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Pultegroup position peaked at $9K in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.